Seminar Schedule
IRA Mastery: Strategies To Significantly Reduce Taxation On Retirement Plans
IRA Tax Planning Strategies Can Often Save You And Your Family Hundreds Of Thousands In Unnecessary Taxation!
Did you know that if you have an IRA (or other Retirement Plan) worth $250,000, that you will likely end up paying tax on over $1,000,000 of distributions? You may very well end up paying more tax on your IRA / Retirement Plan than you have in your retirement account right now!
You are invited to a SPECIAL EVENT where you will learn FIVE (5) strategies, each designed to eliminate tax on hundreds of thousands, if not millions of IRA / Retirement Plan distributions. Here’s a sneak preview of what you will learn:
- Why the IRS expects to collect an effective 100% tax rate on your IRA / Retirement Plan (why isn’t your CPA telling you about this?)
- What the Four (4) Tax Buckets are, and how you can use them to save HUGE amounts of unnecessary taxation
- Why your IRA / Retirement plan is a very likely target for TAX INCREASES
- And much, much more…
Join an upcoming workshop with the Retirement Education Institute in your area. Below are upcoming workshops, once you are ready to register fill out the form below.
TITLE: IRA Mastery: Strategies To Significantly Reduce Taxation On Retirement Plans
DATES: WORKSHOPS EVERY THURSDAY
LOCATION: INQUIRE
We have room for only 30 attendees, so reserve your seating RIGHT NOW!
Financial Planning and Investment Management Services offered through Jolliffe Capital, Inc., Registered Investment Advisor. Securities offered through Evolve Securities, Inc., Member FINRA/SIPC. Insurance products offered through MFS, LLC. Jolliffe Capital, Inc., Evolve Securities, Inc., and MFS, LLC are not affiliated. Shawn Mercer is affiliated with Jolliffe Capital, Inc., serving as an insurance consultant to clients of the firm. He is not affiliated with Evolve Securities, Inc., or MFS, LLC. Investments May Lose Value. Past performance is not indicative of future results. www.happy401k.com is a DBA of and is owned by Jolliffe Capital, Inc. Jolliffe Capital, Inc., Evolve Securities, Inc., MFS, LLC and Shawn Mercer are not affiliated with referralist.com.